adsoraStart with the installation product
List the work your crews install: shower replacement, bathtub replacement, tub-to-shower conversion, full-room renovation or another defined project. Keep those labels distinct in the capture questions and the delivered record. A broad remodel value leaves the appointment team to discover the actual scope.
Write exclusions in terms a homeowner or source can understand. If the program does not cover fixture repairs, grout cleaning, refinishing or a vanity-only request, name those categories. Do not expect every consumer to know the phrase wet area. The source question should describe the tub or shower work plainly.
Capture the property details that change fit
Agree on accepted property types and the relationship of the inquirer to the property. Clarify how the program treats tenants, landlords and property managers. Use an unknown value when the question was not answered instead of silently classifying every inquiry as homeowner-owned.
If certain products or building conditions require a different team, decide when to collect that information. Keep the initial form focused on fields that change acceptance or routing. Technical measurements and installation feasibility may require a later conversation or visit; do not present an online form as a completed site assessment.
Write a bath-program brief
| Field | Program definition |
|---|---|
| Requested project | Specific tub, shower, conversion or room scope |
| Excluded work | Repairs, refinishing or other work outside the program |
| Property and authority | Accepted property types and inquirer relationship |
| Service ZIP | Approved market and receiving branch |
| Timing | Homeowner’s stated project window, including unknown |
| Delivery and capacity | Receiving route, staffed hours and initial cap |
If the company sells different products in different markets, include that variation in the brief. One branch may handle full-room projects while another specializes in tub and shower replacement. A single national bath flag can route an otherwise valid inquiry to the wrong team.
Review what the capture page promises
Read the page for claims about price, installation time, financing and the extent of the work. Ask the source to explain any offer that the receiving branch cannot honor. A homeowner who expects a full renovation may be disappointed by a sales visit limited to the shower, even when the delivered contact details are correct.
Keep qualifications separate from promises. A homeowner expressing interest in financing is not an approval. A preferred project date is not a reserved installation slot. Preserve the original request and let the responsible team confirm the actual commercial terms.
Give the appointment team the original request
Deliver the project category and relevant notes in fields the team can see. Confirm whether the first call is for qualification, scheduling or both. If the homeowner changes the scope, record that update beside the original inquiry so the source review can distinguish a capture mismatch from a later decision.
During the pilot, review held appointments and project-fit reasons by category and branch. Use the findings to change a specific capture question, exclusion or routing rule. Send Adsora the bath products you install and your market coverage to discuss the right program scope.